Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)
This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is Should I Contribute To My Roth…
Read More
New Member Section & One-Click Downloads
Several new features have been rolled out that have been in the works for a long time. Both address the same core concern raised by our members – “We have trouble finding the resources that we need”. Our members are…
Read More
Updated Multi-Member Enterprise Options
Earlier this year, we launched Enterprise versions of our Essential and Deluxe memberships. We had been hearing from a lot of teams and enterprises who wanted membership options developed specifically for their needs: Provide multi-advisor quality control: In his acclaimed book “Checklist Manifesto”,…
Read More
Resource Updates and Improved Functionality
Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…
Read More
White Label Color Examples And Tips
In October, we launched a Deluxe membership option at fpPathfinder. It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…
Read More
Sample Checklist Now Available
We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample. If you’ve been curious about our checklists, then you’ll want to see this free sample. This checklist covers 29 of the…
Read More
Redesigned Back Page Now Available for Deluxe Members
We’re excited to announce a redesigned back page for our Deluxe members. This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…
Read More
Introducing Our Deluxe Package: White Labeling & Ability To Share Online
We are thrilled to announce a new package at fpPathfinder. This has been developed in direct response to the overwhelming feedback and input from our members! With this new package, you receive everything from Essentials, plus the following: Ability to add…
Read More
